-37.6%
SMCI vs BA
-12.3%
-25.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.1% | -7.8% | -6.8% |
| 7D | -17.3% | +5.9% | -23.2% | -20.1% |
| 30D | -31.5% | -8.2% | -23.3% | -28.6% |
| 3M | -6.6% | -25.4% | +18.8% | +12.5% |
| 6M | +6.0% | -20.0% | +26.0% | +20.5% |
| YTD | +1.1% | -18.5% | +19.6% | +9.5% |
| 1Y | -37.6% | -10.6% | -26.9% | -34.0% |
| All | -37.6% | -12.3% | -25.3% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling